See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,771 | $72,277+33.9% | $101,248-4.4% | $79,858+21.2% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 17.29% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,127 | $2,692-21.0% | $3,660-41.9% | $2,471-13.9% |
| Participant deferral / active EE | $3,811 | $3,282+16.1% | $4,370-12.8% | $3,740+1.9% |
| Admin fee / account holder | $4,359 | $4,400-0.9% | $5,945-26.7% | $5,306-17.9% |